以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 公募基金方面，本期较上一期持股增加的公募基金共计6个，主要包括平安安享灵活配置混合A、南方 智慧精选灵活配置混合、平安灵活配置混合A、天弘优质成长企业精选混合发起式A、国联价值成长6个 月持有混合A等，持股增加占比达0.14%。本期较上一季度持股减少的公募基金共计10个，主要包括南 方品质优选灵活配置混合A、天弘弘丰增强回报A、南方优享分红灵活配置混合A、南方产业活力股 票、南方智诚混合等，持股减少占比达0.40%。本期较上一季度新披露的公募基金共计2个，包括华泰 紫金远见回报12个月持有混合A、国泰浓益灵活配置混合A。本期较上一季未再披露的公募基金共计10 个，主要包括天弘多元收益债券A、天弘新价值混合A、华泰紫金信息科技主题6个月持有混合发起A、 天弘多元增利债券A、浙商智多兴稳健一年持有期A等。 对于社保基金，本期较上一季度持股减少的社保基金共计1个，即大成基金管理有限公司-社保基金1101 组合，，持股减少占比达0.50%。 2025年8月27日，景津装备(603279.SH)发布2025年半年度报告。截至2025年8月26日，共 ...

Group 1 - The core viewpoint of the article highlights the emergence of a new generation of floating fee rate funds in the public fund sector, which is seen as a positive incentive mechanism for fund managers to improve performance [2][3] - The new floating fee model links management fees to the holding period and performance, creating a shared interest between fund managers and investors [4][7] - The South Fund Rui Xiang Mixed Fund is identified as a standout among the first batch of floating fee rate funds, with strong management and historical performance [8][9] Group 2 - The floating fee rate funds are designed to align the interests of fund managers and investors, where higher investor returns lead to higher management fees, thus forming a "community of interests" [7][12] - The South Fund Rui Xiang Mixed Fund is managed by two experienced fund managers, Li Jinwen and Yuan Li, who bring complementary strengths to the fund [9][10] - South Fund has a history of innovation in floating fee structures, having previously implemented various models that prioritize investor returns [11][12] Group 3 - The article emphasizes the importance of selecting quality fund managers over merely relying on the floating fee structure, as superior management is likely to yield stable excess returns [8] - The South Fund Rui Xiang Mixed Fund has shown impressive performance metrics, with Li Jinwen achieving a cumulative return of 170.71% since inception, significantly outperforming benchmarks [9][10] - The current market conditions in A-shares are described as favorable for investment, characterized by low valuations and potential policy catalysts, making it an opportune time for investors to consider the South Fund Rui Xiang Mixed Fund [12]